Continuum Advisory’s Williams Companies WMB Stock Holding History

Continuum Advisory’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.09M	Buy	56,135 +1,537	+3%	+$106K	0.39%	60
2025 Q4	$3.28M	Sell	54,598 -1,971	-3%	-$119K	0.33%	74
2025 Q3	$3.58M	Buy	56,569 +826	+1%	+$48.5K	0.38%	66
2025 Q2	$3.5M	Sell	55,743 -2,412	-4%	-$142K	0.42%	55
2025 Q1	$3.48M	Sell	58,155 -3,271	-5%	-$187K	0.45%	52
2024 Q4	$3.32M	Sell	61,426 -2,092	-3%	-$113K	0.43%	52
2024 Q3	$3.53M	Buy	63,518 +1,216	+2%	+$53.5K	0.45%	48
2024 Q2	$2.65M	Sell	62,302 -266	-0.4%	-$10.7K	0.38%	61
2024 Q1	$2.48M	Buy	62,568 +23,020	+58%	+$818K	0.37%	66
2023 Q4	$1.38M	Buy	39,548 +1,601	+4%	+$56.2K	0.2%	130
2023 Q3	$1.28M	Sell	37,947 -7,150	-16%	-$244K	0.2%	135
2023 Q2	$1.47M	Buy	45,097 +8,615	+24%	+$259K	0.23%	117
2023 Q1	$1.09M	Sell	36,482 -421	-1%	-$13K	0.18%	139
2022 Q4	$1.21M	Buy	36,903 +6,083	+20%	+$198K	0.22%	134
2022 Q3	$882K	Sell	30,820 -1,572	-5%	-$51.2K	0.16%	161
2022 Q2	$1.01M	Buy	32,392 +2,728	+9%	+$94.2K	0.18%	148
2022 Q1	$1.02M	Buy	29,664 +17,579	+145%	+$537K	0.19%	136
2021 Q4	$315K	Buy	12,085 +1,610	+15%	+$44.5K	0.07%	233
2021 Q3	$272K	Buy	+10,475	New	+$264K	0.07%	239

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Continuum Advisory's WMB Position: Q1 2026 in Review

Continuum Advisory increased its Williams Companies (WMB) stake by 2.8% in Q1 2026, buying an estimated $106K and bringing the position to 56,135 shares worth $4.09M. The position accounts for 0.39% of the portfolio, ranked #60.

Continuum Advisory first reported a position in WMB in Q3 2021 and has held it in 19 quarters since. 1,808 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Continuum Advisory held 56,135 shares of Williams Companies worth $4.09M as of Q1 2026.
Continuum Advisory bought 1,537 Williams Companies shares in Q1 2026, an estimated $106K.
Williams Companies made up 0.39% of Continuum Advisory's portfolio in Q1 2026, its #60 holding.
Continuum Advisory first reported a position in Williams Companies in Q3 2021 and has held it in 19 quarters since.
1,808 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.